We are live on ! Find out more
EFA icon

iShares MSCI EAFE ETF

1,940 hedge funds and large institutions have $43B invested in iShares MSCI EAFE ETF in 2024 Q4 according to their latest regulatory filings, with 237 funds opening new positions, 692 increasing their positions, 671 reducing their positions, and 113 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more first-time investments, than exits

New positions opened: 237 | Existing positions closed: 113

5% more funds holding

Funds holding: 1,8551,940 (+85)

1.7% more ownership

Funds ownership: 78.13%79.82% (+1.7%)

3% more repeat investments, than reductions

Existing positions increased: 692 | Existing positions reduced: 671

6% less capital invested

Capital invested by funds: $45.6B → $43B (-$2.61B)

15% less funds holding in top 10

Funds holding in top 10: 159135 (-24)

17% less call options, than puts

Call options by funds: $5.24B | Put options by funds: $6.34B

Holders
1,940
Holders Change
+85
Holders Change %
+4.58%
% of All Funds
25.55%
Holding in Top 10
135
Holding in Top 10 Change
-24
Holding in Top 10 Change %
-15.09%
% of All Funds
1.78%
New
237
Increased
692
Reduced
671
Closed
113
Calls
$5.24B
Puts
$6.34B
Net Calls
-$1.1B
Net Calls Change
+$1.92B
Name Holding Trade Value Shares
Change
Change in
Stake
KLCM
826
KG&L Capital Management
Louisiana
$1.73M +$12.8K +161 +0.7%
AO
827
Advisor OS
Illinois
$1.73M +$244K +3,081 +16%
WTA
828
Washington Trust Advisors
Massachusetts
$1.71M -$293K -3,700 -14%
RT
829
Rockland Trust
Massachusetts
$1.71M +$7.84K +99 +0.4%
EFA
830
Edge Financial Advisors
Illinois
$1.71M +$24.8K +313 +1%
AWM
831
Axxcess Wealth Management
California
$1.71M -$1.29M -16,278 -42%
OL
832
Optas LLC
Texas
$1.7M
JJBC
833
James J. Burns & Company
New York
$1.7M +$23.8K +301 +1%
EGA
834
Eagle Global Advisors
Texas
$1.7M +$638K +8,060 +56%
NHC
835
Nicholas Hoffman & Company
Georgia
$1.69M +$7.84K +99 +0.4%
Legal & General Group
836
Legal & General Group
United Kingdom
$1.69M -$4.74M -59,850 -73%
MWA
837
Midland Wealth Advisors
Illinois
$1.68M -$18.5K -233 -1%
PCM
838
Parsons Capital Management
Rhode Island
$1.66M -$265K -3,350 -13%
RCA
839
Resonant Capital Advisors
Wisconsin
$1.66M -$20.7K -261 -1%
PS
840
Principal Securities
Iowa
$1.66M -$300K -3,786 -15%
WCM
841
Windsor Capital Management
Arizona
$1.65M -$52.3K -661 -3%
LWM
842
Lyell Wealth Management
California
$1.65M -$566K -7,141 -25%
LWIC
843
Leith Wheeler Investment Counsel
British Columbia, Canada
$1.65M
VCM
844
Viewpoint Capital Management
Washington
$1.64M +$546K +6,900 +47%
MMA
845
Mizuho Markets Americas
New York
$1.64M +$1.08M +13,591 +169%
CCM
846
Chilton Capital Management
Texas
$1.63M -$5.94K -75 -0.3%
LFASL
847
Lugano Financial Advisors SA (LFA)
Switzerland
$1.63M -$76.3K -963 -4%
EWA
848
EverSource Wealth Advisors
Alabama
$1.62M -$33K -417 -2%
SC
849
Stephens Consulting
Michigan
$1.62M +$1.69M +21,318 +15,013%
CFO
850
Colony Family Offices
North Carolina
$1.62M

EFA Hedge Fund Activity: Q4 2024 in Review

1,940 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE ETF (EFA) for Q4 2024, worth a combined $43B — down 5.7% from $45.6B a quarter earlier.

Buyers outnumbered sellers: 237 funds opened new EFA positions and 113 closed out — a net gain of 124 holders — while 692 added to existing stakes and 671 trimmed.

The largest buyer was BlackRock, adding an estimated $619M. The largest seller was Jane Street, cutting an estimated $792M.

  • 1,940 institutional investors held iShares MSCI EAFE ETF (EFA) as of Q4 2024, up from 1,855 in Q3 2024.
  • Funds reported $43B of iShares MSCI EAFE ETF stock for Q4 2024, down 5.7% quarter-over-quarter.
  • 237 funds opened new iShares MSCI EAFE ETF positions in Q4 2024 and 113 closed out, a net change of +124 holders.
  • The largest iShares MSCI EAFE ETF buyer in Q4 2024 was BlackRock, an estimated $619M added.
  • The largest iShares MSCI EAFE ETF seller in Q4 2024 was Jane Street, an estimated $792M sold.

Based on aggregated 13F filings for Q4 2024.